Klaviyo Inc. Class AKVYO
13F holders, Q4 2025 (December 31)261holders −15
45new positions
63sold out
8famous investors
$32.47avg. 13F price*
At the end of Q4 2025, 261 institutions reported holding Klaviyo Inc. Class A (KVYO) in their 13F filings, down 15 from Q3 2025. 45 opened new positions and 63 sold out. The largest holders were Summit Partners L P ($612.1M), Morgan Stanley ($472.3M) and Vanguard Group Inc. ($466.3M). 8 famous investors held it, including Alex Sacerdote (1.3% of Whale Rock Capital Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Klaviyo Inc. Class A
- CUSIP
- 49845K101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $700.3M |
| Exits | 63 | $165.5M |
All 13F filers, Q3 2025 → Q4 2025: 37,742,029 shares bought and 21,989,038 shares sold, net +15,752,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| Summit Partners L P | 58.24% | No change | 18,852,778 | $612.1M |
| Morgan Stanley | 0.03% | Add +36.1% | 14,547,090 | $472.3M |
| Vanguard Group Inc. | 0.01% | Add +12.3% | 14,361,540 | $466.3M |
| Capital International Investors | 0.07% | New | 12,788,846 | $415.3M |
| FMR LLC | 0.01% | Add +1.6% | 8,371,717 | $271.8M |
| Alliancebernstein L.P. | 0.05% | Reduce -1.6% | 4,731,312 | $153.6M |
| BlackRock, Inc. | 0.00% | Add +1.6% | 3,716,334 | $120.7M |
| Sands Capital Alternatives, LLC | 22.86% | Add +3.8% | 3,649,678 | $118.5M |
| JPMorgan Chase & Co. | 0.01% | Add +86.8% | 3,564,743 | $115.7M |
| Whale Rock Capital Management | 1.27% | Add +0.0% | 3,057,889 | $99.3M |
| Federated Hermes, Inc. | 0.16% | Reduce -0.3% | 2,900,807 | $94.2M |
| American Century Companies Inc. | 0.05% | Add +36.6% | 2,895,304 | $94.0M |
| Fuller & Thaler Asset Management, Inc. | 0.31% | New | 2,854,163 | $92.7M |
| Capital Research Global Investors | 0.02% | Reduce -0.6% | 2,577,782 | $83.7M |
| Fiera Capital Corp | 0.24% | Add +87.7% | 2,331,650 | $75.7M |
| Greenoaks LLC | 2.52% | No change | 2,316,796 | $75.2M |
| Two Sigma Investments, LP | 0.11% | Add +31.4% | 2,224,011 | $72.2M |
| Franklin Resources Inc. | 0.02% | Add +3.0% | 1,980,269 | $64.3M |
| 12 West Capital Management LP | 7.11% | No change | 1,838,000 | $59.7M |
| Two Sigma Advisers, LP | 0.11% | Add +14.5% | 1,782,500 | $57.9M |
| Renaissance Technologies | 0.09% | Add +4.8% | 1,763,744 | $57.3M |
| Millennium Management | 0.04% | Reduce -4.5% | 1,700,502 | $55.2M |
| Geode Capital Management, LLC | 0.00% | Add +13.2% | 1,672,727 | $54.3M |
| Clearbridge Investments, LLC | 0.04% | Reduce -17.1% | 1,641,958 | $53.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.3% | 1,524,043 | $49.5M |
| Norges Bank | 0.01% | — | 1,518,330 | $49.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -45.0% | 1,384,657 | $45.0M |
| Ancora Advisors LLC | 0.89% | New | 1,330,755 | $43.2M |
| Voya Investment Management LLC | 0.05% | Reduce -11.3% | 1,258,320 | $40.9M |
| Capital World Investors | 0.01% | New | 1,147,935 | $37.3M |
| State Street Corp. | 0.00% | Add +28.7% | 1,051,455 | $34.1M |
| Bienville Capital Management, LLC | 5.00% | Add +247.0% | 969,263 | $31.5M |
| Sands Capital Management, LLC | 0.09% | Reduce -16.0% | 928,755 | $30.2M |
| Bank of America Corp. | 0.00% | Add +51.5% | 893,157 | $29.0M |
| Janus Henderson Group PLC | 0.01% | Reduce -39.0% | 886,778 | $28.8M |
| Point72 Asset Management | 0.05% | Reduce -83.3% | 876,853 | $28.5M |
| ArrowMark Colorado Holdings LLC | 0.58% | Reduce -9.4% | 815,605 | $26.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +10.9% | 809,429 | $26.3M |
| First Trust Advisors LP | 0.02% | Reduce -12.9% | 806,928 | $26.2M |
| Delta Global Management LP | 1.86% | Add +52.7% | 785,308 | $25.5M |
| Shannon River Fund Management LLC | 3.72% | New | 729,703 | $23.7M |
| Schonfeld Strategic Advisors LLC | 0.12% | Reduce -23.2% | 701,316 | $22.8M |
| Walleye Capital LLC | 0.13% | Add +4075.3% | 677,574 | $22.0M |
| Barton Investment Management | 2.34% | Add +69.6% | 670,042 | $21.8M |
| J. Goldman & Co LP | 0.80% | Add +53.6% | 634,426 | $20.6M |
| Islander Capital Partners, L.P. | 9.10% | — | 621,738 | $20.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +60777.3% | 613,034 | $19.9M |
| Granahan Investment Management, LLC | 0.84% | Add +94.7% | 605,271 | $19.7M |
| Nearwater Capital Markets, Ltd | 0.33% | New | 600,000 | $19.5M |
| Canada Pension Plan Investment Board | 0.01% | Add +29.7% | 590,700 | $19.2M |
| Engineers Gate Manager LP | 0.22% | Add +41.4% | 569,998 | $18.5M |
| Alyeska Investment Group, L.P. | 0.05% | New | 552,868 | $18.0M |
| Quantinno Capital Management LP | 0.04% | Add +9.6% | 549,142 | $17.8M |
| Ameriprise Financial Inc. | 0.00% | Add +0.8% | 513,600 | $16.7M |
| UBS Group AG | 0.00% | Add +11.8% | 468,610 | $15.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Reduce -56.0% | 461,931 | $15.0M |
| New York State Common Retirement Fund | 0.02% | Add +31.2% | 458,135 | $14.9M |
| Glynn Capital Management LLC | 5.09% | Reduce -0.1% | 456,805 | $14.8M |
| Jefferies Financial Group Inc. | 0.12% | Add +2320.7% | 455,000 | $14.8M |
| Neuberger Berman Group LLC | 0.01% | New | 445,470 | $14.5M |
| Morangie Management LLC | 10.95% | Reduce -9.9% | 423,104 | $13.7M |
| Goodnow Investment Group, LLC | 1.13% | Reduce -2.5% | 374,549 | $12.2M |
| Twin Focus Capital Partners, LLC | 1.36% | Reduce -11.7% | 364,666 | $11.8M |
| Northern Trust Corp. | 0.00% | Add +22.8% | 348,289 | $11.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -34.7% | 345,042 | $11.2M |
| Jump Financial, LLC | 0.14% | Add +34.5% | 317,381 | $10.3M |
| Citadel Advisors | 0.01% | Reduce -89.5% | 315,769 | $10.3M |
| Burkehill Global Management, LP | 0.67% | No change | 300,000 | $9.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +112.7% | 286,841 | $9.3M |
| Swiss National Bank | 0.00% | Add +27.2% | 252,700 | $8.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -20.1% | 242,439 | $7.9M |
| Capital Fund Management S.A. | 0.07% | Add +2.8% | 232,880 | $7.6M |
| Victory Capital Management Inc. | 0.00% | Reduce -47.2% | 228,968 | $7.4M |
| Trexquant Investment LP | 0.07% | Reduce -49.7% | 228,454 | $7.4M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -60.5% | 227,664 | $7.4M |
| 1832 Asset Management L.P. | 0.01% | New | 226,800 | $7.4M |
| Mayflower Financial Advisors, LLC | 0.89% | Reduce -2.8% | 226,700 | $7.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +23.4% | 225,388 | $7.3M |
| Freestone Grove Partners LP | 0.05% | Reduce -81.2% | 209,217 | $6.8M |
| Liontrust Investment Partners LLP | 0.09% | Add +90.1% | 193,578 | $6.3M |
| Wells Fargo & Company | 0.00% | Add +42.0% | 183,095 | $5.9M |
| Lisanti Capital Growth, LLC | 1.37% | New | 178,140 | $5.8M |
| Cinctive Capital Management LP | 0.33% | Reduce -38.8% | 174,770 | $5.7M |
| Huntington National Bank | 0.04% | Add +117.1% | 166,501 | $5.4M |
| Pathstone Holdings, LLC | 0.02% | Reduce -8.3% | 159,456 | $5.2M |
| LMR Partners LLP | 0.06% | Add +50.0% | 150,000 | $4.9M |
| Cynosure Group, LLC | 0.47% | No change | 141,884 | $4.6M |
| Night Squared LP | 1.25% | Reduce -18.6% | 136,246 | $4.4M |
| Focus Partners Wealth | 0.01% | Add +0.3% | 134,552 | $4.4M |
| Ossiam | 0.09% | No change | 133,900 | $4.3M |
| Ieq Capital, LLC | 0.01% | Reduce -29.1% | 132,772 | $4.3M |
| Crestwood Advisors Group, LLC | 0.07% | Add +0.0% | 128,937 | $4.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.1% | 126,104 | $4.1M |
| Susquehanna Fundamental Investments, LLC | 0.14% | New | 125,156 | $4.1M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | Reduce -68.1% | 124,228 | $4.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 120,586 | $3.9M |
| Legal & General Group Plc | 0.00% | Add +15.3% | 118,193 | $3.8M |
| California State Teachers Retirement System | 0.00% | Add +26.6% | 113,766 | $3.7M |
| FIL Ltd | 0.00% | New | 109,944 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.3% | 109,606 | $3.6M |
| SG Americas Securities, LLC | 0.00% | Add +71.2% | 108,319 | $3.5M |
| Algert Global LLC | 0.05% | Reduce -63.9% | 104,410 | $3.4M |
| Royal Bank of Canada | 0.00% | Reduce -89.8% | 94,010 | $3.1M |
| Marshall Wace, LLP | 0.00% | Reduce -82.4% | 90,560 | $2.9M |
| Verition Fund Management LLC | 0.02% | Reduce -42.5% | 87,600 | $2.8M |
| Morgens Waterfall Vintiadis & Co. Inc. | 2.02% | New | 85,000 | $2.8M |
| Mariner, LLC | 0.00% | Add +6.9% | 81,886 | $2.7M |
| Diker Management LLC | 2.01% | No change | 80,042 | $2.6M |
| AQR Capital Management | 0.00% | Add +22.3% | 79,561 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +18.4% | 78,775 | $2.6M |
| Blair William & Co. | 0.01% | Reduce -68.5% | 75,137 | $2.4M |
| Renaissance Capital LLC | 1.72% | Reduce -29.9% | 73,557 | $2.4M |
| Cerity Partners LLC | 0.00% | Add +0.7% | 73,013 | $2.4M |
| Sei Investments Co. | 0.00% | Add +187.0% | 72,758 | $2.4M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.87% | Add +15.4% | 71,081 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.1% | 70,433 | $2.3M |
| Legato Capital Management LLC | 0.18% | Add +403.4% | 65,865 | $2.1M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -89.0% | 65,639 | $2.1M |
| Needham Investment Management LLC | 0.13% | Reduce -78.7% | 65,000 | $2.1M |
| Assetmark, Inc. | 0.00% | Add +5.8% | 64,332 | $2.1M |
| Comerica Bank | 0.01% | Add +2984.0% | 63,777 | $2.1M |
| Twin Tree Management, LP | 0.21% | New | 62,384 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.1% | 62,260 | $2.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +40.1% | 61,810 | $2.0M |
| Barclays PLC | 0.00% | Add +27.2% | 58,292 | $1.9M |
| Citigroup Inc. | 0.00% | Add +41.2% | 55,095 | $1.8M |
| Squarepoint Ops LLC | 0.00% | Reduce -50.1% | 47,572 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +22.2% | 46,821 | $1.5M |
| M&G PLC | 0.01% | Reduce -0.2% | 42,818 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +22.7% | 41,295 | $1.3M |
| Moody National Bank Trust Division | 0.13% | Add +65.5% | 41,056 | $1.3M |
| Kultura Capital Management LP | 0.93% | — | 39,600 | $1.3M |
| BloombergSen Inc. | 0.13% | Add +37.3% | 38,497 | $1.2M |
| Elo Mutual Pension Insurance Co | 0.02% | Add +101.8% | 37,189 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.6% | 37,144 | $1.2M |
| Arizona State Retirement System | 0.01% | Add +17.0% | 35,486 | $1.2M |
| Picton Mahoney Asset Management | 0.01% | Add +31.9% | 32,294 | $1.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -8.1% | 32,000 | $1.0M |
| Aquatic Capital Management LLC | 0.03% | Reduce -34.7% | 29,995 | $974K |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 29,800 | $968K |
| Gryphon Financial Partners LLC | 0.10% | Add +0.4% | 29,217 | $949K |
| Miramar Capital, LLC | 0.20% | No change | 28,572 | $928K |
| KLP Kapitalforvaltning As | 0.00% | Add +26.3% | 27,400 | $890K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -70.8% | 27,121 | $881K |
| Handelsbanken Fonder AB | 0.00% | Add +80.5% | 26,900 | $873K |
| Stifel Financial Corp. | 0.00% | Add +21.7% | 26,051 | $846K |
| Invesco Ltd. | 0.00% | Add +50.3% | 25,964 | $843K |
| Jennison Associates LLC | 0.00% | Reduce -0.4% | 25,559 | $830K |
| Cetera Investment Advisers | 0.00% | Reduce -2.6% | 25,558 | $830K |
| Voleon Capital Management LP | 0.02% | Reduce -44.9% | 25,247 | $820K |
| Prelude Capital Management, LLC | 0.06% | Reduce -19.2% | 24,751 | $804K |
| Pier 88 Investment Partners LLC | 0.88% | Reduce -48.2% | 23,720 | $770K |
| Par Capital Management Inc. | 0.02% | Add +43.8% | 23,000 | $747K |
| Corient Private Wealth LP | 0.00% | New | 22,800 | $740K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 21,926 | $712K |
| Pictet Asset Management Holding SA | 0.00% | Add +57.4% | 21,697 | $705K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -26.6% | 20,200 | $656K |
| Capricorn Fund Managers Ltd | 0.16% | New | 20,000 | $649K |
| AlphaQuest LLC | 0.03% | Reduce -1.4% | 18,877 | $613K |
| National Philanthropic Trust | 0.01% | New | 18,300 | $594K |
| Acadian Asset Management LLC | 0.00% | Add +177.2% | 18,257 | $592K |
| Snowden Capital Advisors LLC | 0.01% | Add +9.9% | 17,651 | $573K |
| Truepoint, Inc. | 0.01% | New | 17,615 | $572K |
| Nuveen, LLC | 0.00% | No change | 17,519 | $569K |
| Brandywine Managers, LLC | 0.28% | No change | 17,384 | $564K |
| WINTON GROUP Ltd | 0.02% | New | 15,875 | $515K |
| Bridgefront Capital, LLC | 0.13% | Add +86.0% | 15,637 | $508K |
| Eventide Asset Management, LLC | 0.01% | Reduce -0.0% | 15,555 | $506K |
| Creative Planning | 0.00% | Reduce -16.1% | 15,553 | $505K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.6% | 15,061 | $489K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +24.4% | 14,084 | $457K |
| Natixis Advisors, LLC | 0.00% | Add +21.8% | 13,884 | $451K |
| Group One Trading LLC | 0.01% | New | 13,301 | $432K |
| Clifford Group, LLC | 0.33% | No change | 13,073 | $424K |
| Dakota Wealth Management | 0.01% | No change | 12,895 | $419K |
| Brown Advisory Inc. | 0.00% | New | 12,635 | $410K |
| Vident Advisory, LLC | 0.00% | Add +22.0% | 12,555 | $408K |
| Deutsche Bank AG | 0.00% | Reduce -87.8% | 12,300 | $399K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +27.6% | 11,886 | $386K |
| Yorktown Management & Research Co Inc | 0.31% | New | 11,850 | $385K |
| Entropy Technologies, LP | 0.02% | Reduce -67.0% | 11,830 | $384K |
| BBR Partners, LLC | 0.02% | New | 11,584 | $376K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +71.6% | 11,444 | $372K |
| Tudor Investment Corporation | 0.00% | Reduce -83.2% | 11,355 | $369K |
| Yarbrough Capital, LLC | 0.01% | No change | 11,270 | $366K |
| Fieldview Capital Management, LLC | 0.06% | New | 10,702 | $347K |
| Sunstone Asset Management, LP | 0.54% | — | 10,335 | $336K |
| Ballentine Partners, LLC | 0.00% | Reduce -1.1% | 10,147 | $329K |
| Holocene Advisors, LP | 0.00% | New | 9,913 | $322K |
| LPL Financial LLC | 0.00% | Reduce -27.0% | 9,215 | $299K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,990 | $292K |
| DSM Capital Partners LLC | 0.00% | New | 8,130 | $264K |
| Amundi | 0.00% | New | 7,696 | $250K |
| Park Avenue Securities LLC | 0.00% | New | 7,637 | $248K |
| Canal Capital Management, LLC | 0.04% | Reduce -46.3% | 7,589 | $246K |
| Wealthspire Advisors, LLC | 0.00% | No change | 7,285 | $237K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 7,116 | $231K |
| State of Wisconsin Investment Board | 0.00% | Reduce -30.2% | 7,060 | $229K |
| Perbak Capital Partners LLP | 0.07% | Reduce -36.3% | 6,620 | $215K |
| Stanley-Laman Group, Ltd. | 0.03% | New | 6,536 | $212K |
| Sandia Investment Management LP | 0.53% | Reduce -34.7% | 6,534 | $212K |
| Mach-1 Financial Group, LLC | 0.04% | New | 6,403 | $208K |
| State of Wyoming | 0.02% | Add +496.6% | 5,131 | $167K |
| IFP Advisors, Inc | 0.00% | Reduce -4.8% | 4,984 | $162K |
| US Bancorp \de | 0.00% | Reduce -30.5% | 4,508 | $146K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -6.0% | 4,400 | $143K |
| Advisors Asset Management, Inc. | 0.00% | Add +29.5% | 4,171 | $135K |
| KBC Group NV | 0.00% | Add +55.5% | 3,936 | $128K |
| Farther Finance Advisors, LLC | 0.00% | Add +3125.0% | 3,483 | $113K |
| Dara Capital Us, Inc. | 0.10% | — | 3,461 | $112K |
| Cwm, LLC | 0.00% | Reduce -3.3% | 3,432 | $111K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2641.0% | 3,207 | $104K |
| Rhumbline Advisers | 0.00% | No change | 2,151 | $70K |
| Parallel Advisors, LLC | 0.00% | Reduce -30.7% | 1,682 | $55K |
| Osaic Holdings, Inc. | 0.00% | Reduce -68.3% | 1,247 | $40K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -75.8% | 1,185 | $38K |
| MAI Capital Management | 0.00% | Add +4693.8% | 767 | $25K |
| Strengthening Families & Communities, LLC | 0.01% | No change | 680 | $22K |
| Simplex Trading, LLC | 0.00% | Reduce -93.9% | 678 | $22K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 662 | $21K |
| First Horizon Corp. | 0.00% | Add +56.2% | 520 | $17K |
| Rakuten Securities, Inc. | 0.01% | Reduce -35.5% | 493 | $16K |
| Signaturefd, LLC | 0.00% | Reduce -18.9% | 477 | $15K |
| Los Angeles Capital Management LLC | 0.00% | New | 571 | $14K |
| Allworth Financial LP | 0.00% | Add +94.9% | 380 | $12K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -72.5% | 265 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 225 | $7K |
| Essential Partners LLC | 0.00% | Add +124.7% | 200 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -55.9% | 199 | $6K |
| Jones Financial Companies LLLP | 0.00% | Reduce -70.3% | 180 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -26.6% | 174 | $6K |
| Osbon Capital Management LLC | 0.01% | — | 173 | $6K |
| Quadrant Capital Group LLC | 0.00% | Reduce -37.6% | 169 | $5K |
| Rothschild Investment LLC | 0.00% | New | 150 | $5K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 145 | $5K |
| Marquette Asset Management, LLC | 0.00% | Add +106.3% | 130 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | Add +40.2% | 122 | $4K |
| Bellevue Asset Management, LLC | 0.00% | Add +56.8% | 116 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +49.4% | 124 | $4K |
| Fortitude Family Office, LLC | 0.00% | New | 95 | $3K |
| Activest Wealth Management | 0.00% | Reduce -35.6% | 76 | $2K |
| NFJ Investment Group, LLC | 0.00% | New | 75 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 59 | $2K |
| True Wealth Design, LLC | 0.00% | New | 54 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +73.3% | 52 | $2K |
| GAMMA Investing LLC | 0.00% | Add +131.6% | 44 | $1K |
| CVA Family Office, LLC | 0.00% | Add +95.0% | 39 | $1K |
| Park Place Capital Corp | 0.00% | No change | 37 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.4% | 35 | $1K |
| Bogart Wealth, LLC | 0.00% | New | 34 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Add +76.5% | 30 | $975 |
| Harbour Investments, Inc. | 0.00% | No change | 29 | $942 |
| SageView Advisory Group, LLC | 0.00% | New | 20 | $650 |
| Kilter Group LLC | 0.00% | Add +111.1% | 19 | $617 |
| Optima Capital LLC | 0.00% | New | 18 | $584 |
| Basecamp Wealth Advisors LLC | 0.00% | — | 17 | $552 |
| Fairscale Capital, LLC | 0.00% | No change | 15 | $487 |
| Arax Advisory Partners | 0.00% | Reduce -98.5% | 13 | $422 |
| Clearstead Advisors, LLC | 0.00% | New | 4 | $130 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $75 |
| Avion Wealth | 0.00% | New | 18 | $0 |
"% of holder's portfolio" is KVYO's weight in each manager's 13F, not the share of Klaviyo Inc. Class A the manager owns.